The Ideal Team Offsite Agenda

5 white figurines of people of varying ages on wooden platforms with yellow background

Offsite retreats give your team an opportunity to break away from the daily grind, reassess your strategies, and set meaningful goals. They don’t have to be three-day extravaganzas at high-end resorts; they can be as simple as a half-day on your back patio.  Highly functional teams tend to leverage these as a way to celebrate […]

My Best Marketing Idea

During my Oechsli sales days, I got a call I won’t forget.  After my standard “hello, this is Kevin,” a voice shot back, “You’re the expert in marketing here, right? So, what’s your best marketing idea?” No pleasantries. No chit-chat. Caught off guard, I asked, “Could you repeat that?” He pressed, “You folks claim to […]

Let’s Make Common Sense Common Practice

yellow switch with lightbulb symbol on it with white background

Let’s get personal. Recently I was brushing my teeth in an airport bathroom (I’d just eaten lunch) and someone commented, “That’s what I should be doing.” I replied, “I don’t like going to the dentist,” which prompted “That’s a big 10-4.”  Common sense tells us that we should brush after every meal, but few people […]

Financial Advisor Podcasting: From Ideation to Execution

People sometimes ask me, “Are advisors really getting into podcasting?” They’re somewhat surprised that firms are allowing it and that advisors are getting into it. I get it – at first blush, it seems like a lot of work. With the right planning and guidance, however, podcasting is not only doable, it’s a really efficient […]

3 Financial Advisor Networking Hacks

Networking is one of the best ways to land new business. While you probably have some of the basics down, the following are a few hacks to take your professional networking to an entirely new level. They involve understanding some basic body language cues and the psychology of human behavior. 1. Are you interrupting? Walking […]

2023 Affluent Research: It’s All About Relationships!

two hands pointing at screen with statistics on it on purple background

Kudos to financial advisors. 85% of today’s affluent rate their financial advisor as “very good” or “excellent.” And 80% consider their financial advisor a friend. That’s a significant improvement over the last 20 years.  It wasn’t too long ago that nearly 75% of the affluent told us that they didn’t have a personal relationship with […]

Digital Meets Traditional: The Future of Marketing

robot hand reaching out to human hand on blue background

If someone asked, “What is your marketing strategy for the upcoming five years?” how would you respond? Many advisors are unable to provide a clear answer. Now with digital marketing playing an increasingly important role, creating a thoughtful marketing strategy is more challenging, but more important than ever. As always, a bit of perspective helps. […]

Can’t Miss COI Campaign for Financial Advisors

red bowling ball knocking down bowling pins on purple background

Centers of influence (COIs) like attorneys and accountants can be wonderful referral sources. I’ve got a campaign for you that’s “can’t-miss.” It’s client-focused, COI-friendly, and builds your knowledge base. It’s based on the idea that you should be current in all areas of your clients’ financial lives, not just their investments. Here’s the campaign in […]

5 Steps to Developing an Affluent Marketing Strategy

light bulb on the top of stairs on yellow background

Everyone appears to be focused on marketing, yet only a few invest the time, energy, and intellect to bring in consistent new assets. The following Five Steps for Developing an Affluent Marketing Strategy come from my experiences with true Rainmakers – financial advisors who consistently succeed in this challenging arena. Step 1: Preparation – This […]

Marketing to Your Clients’ Children

3D hand holding magnet with 5 person outlines below

Your clients’ children will be the largest-inheriting generation on record, plus many of them are high-income earners with great COI potential. Not to mention, they want and need your advice.   It’s a natural evolution of your relationship with the parents. Ultimately, if you’re providing holistic wealth management, you’ll need to work directly with them. We […]